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DFVQX vs OAKEX
DFVQX vs OAKEX Comparison
Open Charts DFVQX vs OAKEX
DFVQX vs OAKEX Comparison Chart in %
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DFVQX vs. OAKEX commentary
Jun 20, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFVQX is a Hold and OAKEX is a Hold.
FUNDAMENTALS
Fundamentals
DFVQX has more cash in the bank: 4.35B vs. OAKEX (1.26B). DFVQX pays higher dividends than OAKEX: DFVQX (2.90) vs OAKEX (1.69). DFVQX was incepted earlier than OAKEX: DFVQX (18 years) vs OAKEX (31 years). OAKEX (1.33) is less costly to investors than DFVQX (0.29). OAKEX is a more actively managed with annual turnover of: 37.00 vs. DFVQX (10.00). DFVQX (0) and OAKEX (0) have matching initial minimum investment requirements. DFVQX annual gain was more profitable for investors over the last year : 29.04 vs. OAKEX (0.57). DFVQX return over 5 years is better than : 60.94 vs. OAKEX (14.69).
| DFVQX | OAKEX | DFVQX / OAKEX | |
| Total Expense Ratio | 0.29 | 1.33 | 22% |
| Annual Report Gross Expense Ratio | 0.29 | 1.33 | 22% |
| Fund Existence | 18 years | 31 years | - |
| Gain YTD | 11.016 | -2.372 | -464% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.35B | 1.26B | 345% |
| Annual Yield % from dividends | 2.90 | 1.69 | 171% |
| Returns for 1 year | 29.04 | 0.57 | 5,075% |
| Returns for 3 years | 59.00 | 16.08 | 367% |
| Returns for 5 years | 60.94 | 14.69 | 415% |
| Returns for 10 years | 122.51 | 60.71 | 202% |
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